
Senior Portfolio Manager
3 days ago
Key Responsibilities:
- Collaborate with the client's asset management team to oversee the day-to-day workflows of existing assets, monitoring cash flows and tracking asset performance.
- Manage risk by coordinating with third parties and internal teams on lender reporting, loan covenants, and compliance with credit agreements.
- Outline key terms in credit and purchase agreements, ensuring operational efficiencies and information flow with both internal and external teams.
Real Estate Technology Project Management
- Work closely with the client's technology team and third-party consultants on high-priority real estate technology implementation initiatives.
- Review chart of account mapping to real estate asset trial balance accounts during the implementation stage of technology and onboarding of new deals.
Requirements:
- 6-8 years of experience in asset management or related fields (Real Estate / Loans / Structured Products).
- Strong accounting knowledge (US GAAP & IFRS) with advanced MS Excel and MS PowerPoint skills.
Preferred Skills:
- Knowledge of third-party databases such as Yardi, Argus, CoStar, Real Page, Bloomberg, Alteryx, Tableau.
- Hands-on experience with VBA macros.
Qualifications:
- CPA / CFA / MBA or equivalent qualification in accounting & finance from a reputed institution.
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